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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.
11,375 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| HORRELL CAPITAL MANAGEMENT, INC. CRD 115711 | Little Rock, AR | Corporate platform Corporation | $435.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MWM GROUP LLC CRD 164123 | Cedarhurst, NY | Corporate platform LLC | $431.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RADIAN INVESTMENT MANAGEMENT LLC CRD 325109 | New York, NY | Corporate platform LLC | $428.9M | 4 advisors | Percentage of AUM | View | |
| PROTIUM CAPITAL LIMITED CRD 335585 | Hong Kong | Corporate platform Corporation | $427.0M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| BOULDER ASSET MANAGEMENT CRD 107636 | Englewood, CO | Corporate platform Corporation | $426.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GARNER ASSET MANAGEMENT CORPORATION CRD 115350 | KS | Corporate platform Corporation | $414.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROONEY CAPITAL MANAGEMENT, INC. CRD 141874 | FL | Corporate platform Corporation | $411.2M | 1 advisors | Fixed fees | View | |
| SUNBEAM CAPITAL MANAGEMENT, LLC CRD 289723 | GA | Corporate platform LLC | $410.2M | 2 advisors | Percentage of AUM | View | |
| BONTEMPO OHLY CAPITAL MANAGEMENT, LLC CRD 132804 | Bethesda, MD | Corporate platform LLC | $405.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BORER DENTON & ASSOCIATES, INC. CRD 135729 | Blue Bell, PA | Corporate platform Corporation | $403.0M | 3 advisors | Percentage of AUM | View | |
| RATAN CAPITAL MANAGEMENT, LP CRD 160440 | Miami, FL | Corporate platform LP | $401.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MIURA INVESTMENT ADVISORS, INC CRD 283148 | Miami, FL | Corporate platform Corporation | $391.8M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| JJP CAPITAL MANAGEMENT, INC. CRD 105374 | Columbia, MO | Corporate platform Corporation | $389.9M | 3 advisors | Percentage of AUM | View | |
| WITTENBERG INVESTMENT MANAGEMENT INC CRD 105792 | — | Corporate platform Corporation | $385.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WEATHERVANE ASSET MANAGEMENT LLC CRD 312424 | Fort Lauderdale, FL | Corporate platform LLC | $384.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BRUCE & CO INC CRD 104735 | Chicago, IL | Corporate platform Corporation | $379.5M | 1 advisors | Percentage of AUM | View | |
| HIDDEN LAKE ASSET MANAGEMENT LP CRD 298209 | New York, NY | Corporate platform LP | $378.3M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| HILTON HEAD FINANCIAL ADVISORS, INC. CRD 140249 | Hilton Head, SC | Corporate platform Corporation | $375.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UNIWEALTH ADVISORS, INC. CRD 138009 | FL | Corporate platform Corporation | $373.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BLACKRIDGE ASSET MANAGEMENT, LLC CRD 277085 | Jupiter, FL | Corporate platform LLC | $370.3M | 67 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAVERFORD FINANCIAL SERVICES, INC. CRD 130007 | Radnor, PA | Corporate platform Corporation | $366.4M | 25 advisors | Percentage of AUM | View | |
| HOMAGE WEALTH GROUP LLC CRD 340589 | Houston, TX | Corporate platform LLC | $366.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASSET PLANNING SERVICES INC CRD 104715 | Covington, LA | Corporate platform Corporation | $365.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GRIFFIN GLOBAL ASSET MANAGEMENT CRD 336578 | Los Angeles, CA | Corporate platform LLC | $363.5M | 5 advisors | Percentage of AUM; Performance-based fees | View |